Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$119K ﹤0.01%
18,502
-3,492
2377
$118K ﹤0.01%
21,279
+534
2378
$118K ﹤0.01%
20,170
2379
$117K ﹤0.01%
12,774
+2,543
2380
$116K ﹤0.01%
10,481
-2,317
2381
$115K ﹤0.01%
11,071
-1,193
2382
$114K ﹤0.01%
18,874
+3,696
2383
$113K ﹤0.01%
48,698
+13,785
2384
$112K ﹤0.01%
14,867
+46
2385
$111K ﹤0.01%
+11,131
2386
$111K ﹤0.01%
12,733
+2,530
2387
$110K ﹤0.01%
11,362
2388
$110K ﹤0.01%
10,990
2389
$109K ﹤0.01%
+11,112
2390
$108K ﹤0.01%
50,000
2391
$107K ﹤0.01%
31,095
-23
2392
$107K ﹤0.01%
19,263
+434
2393
$105K ﹤0.01%
20,181
+5,752
2394
$105K ﹤0.01%
26,273
+913
2395
$104K ﹤0.01%
15,972
+2,848
2396
$101K ﹤0.01%
+14,589
2397
$99K ﹤0.01%
25,072
-3,451
2398
$97.4K ﹤0.01%
27,605
+12,556
2399
$95.6K ﹤0.01%
+10,199
2400
$94.8K ﹤0.01%
10,340
94 95
96
97 98